减半前加密货币热度飙升，比特币 ATM 机有望繁荣

在预期的比特币减半期间，预计全球比特币 ATM 安装量将激增。尽管 2023 年出现下滑，但该行业已出现反弹，自 2024 年 3 月以来安装了 1,469 台 ATM。运营商指出，过去的牛市推动了 ATM 的采用，而 FOMO（害怕错过）阶段则推动了客户涌入。虽然现货比特币 ETF 已获得批准，但与比特币 ATM 用户相比，它们被视为迎合了独特的客户群，而比特币 ATM 用户通常由于资金不足或无银行账户而以现金进行交易。比特币采用率的上升趋势预计将使 ATM 运营商受益，这表明对加密货币的物理访问的需求不断增长。

Bitcoin ATM Renaissance on the Horizon as Crypto Fervor Escalates Amidst Bitcoin Halving Anticipation

随着加密货币热情在比特币减半预期中升级，比特币 ATM 复兴即将到来

The imminent Bitcoin halving, a pivotal event in the cryptocurrency realm, is poised to ignite a global surge in Bitcoin ATM installations, according to industry experts. Brandon Mintz, CEO of Bitcoin Depot, a leading Bitcoin ATM operator, predicts a dramatic acceleration in ATM deployment as crypto fear of missing out (FOMO) reaches its peak.

行业专家表示，即将到来的比特币减半是加密货币领域的一个关键事件，它将引发全球比特币 ATM 安装量的激增。领先的比特币 ATM 运营商 Bitcoin Depot 的首席执行官布兰登·明茨 (Brandon Mintz) 预测，随着加密货币对错过机会 (FOMO) 的恐惧达到顶峰，ATM 的部署将急剧加速。

"It's looking really positive that the industry continues to see a lot of growth in kiosk count," Mintz told Cointelegraph.

明茨告诉 Cointelegraph：“该行业的自助终端数量继续大幅增长，这看起来非常积极。”

Crypto ATM Industry Rebounds with Bitcoin Resurgence

加密货币 ATM 行业随着比特币的复苏而反弹

After a challenging 2023, with crypto ATM installations experiencing their first annual decline in a decade, the industry has roared back to life in the early months of 2024. Data from CoinATMRadar reveals a remarkable surge in installations, with 1,469 new ATMs deployed in just the first three months of the year, outpacing the over 3,000 removals witnessed during the same period in 2023.

在经历了充满挑战的 2023 年之后，加密 ATM 安装量经历了十年来的首次年度下降，该行业在 2024 年初几个月又恢复了生机。CoinATMRadar 的数据显示安装量显着激增，仅在 2024 年就部署了 1,469 台新 ATM。今年前三个月的搬迁数量超过了 2023 年同期的 3,000 多起。

Bitcoin Bull Market Triggers ATM Adoption Boom

比特币牛市引发ATM采用热潮

Mintz anticipates an industry-wide ATM rebound fueled by Bitcoin's renewed rally, which has already surpassed its previous all-time high twice in March. Drawing on lessons from previous bull markets, Mintz observes that crypto adoption typically surges "later in the cycle," coinciding with a surge in FOMO. This increased adoption inevitably translates into a surge in Bitcoin ATM usage.

明茨预计，在比特币重新上涨的推动下，整个 ATM 行业将出现反弹，比特币在 3 月份已经两次超过了之前的历史新高。借鉴之前牛市的经验教训，Mintz 观察到，加密货币的采用通常会在“周期的后期”激增，与 FOMO 的激增同时发生。这种采用的增加不可避免地会导致比特币 ATM 使用量的激增。

"The adoption rate is really helpful because if more people are buying Bitcoin, then a portion of those are likely using Bitcoin ATMs," Mintz explains.

“采用率确实很有帮助，因为如果有更多的人购买比特币，那么其中一部分可能会使用比特币 ATM，”Mintz 解释道。

Halving to Spark FOMO Frenzy and ATM Growth

减半引发 FOMO 狂潮和 ATM 增长

While Bitcoin ATM installations have been climbing, Mintz highlights a decline in the number of ATM operators over the past 18 months. The bankruptcy of Coin Cloud, once the market leader with 5,000 ATMs, dealt a major blow to the industry. Mintz believes many other smaller operators have also struggled and exited the market quietly.

虽然比特币 ATM 的安装量一直在攀升，但 Mintz 强调，过去 18 个月中 ATM 运营商的数量有所下降。曾经拥有5000台ATM的市场领导者币云的破产给行业带来了重大打击。明茨认为，许多其他较小的运营商也在苦苦挣扎并悄然退出市场。

The industry shakeout accelerated following the collapse of crypto exchange FTX in November 2022, which sent shockwaves through the crypto market.

2022 年 11 月加密货币交易所 FTX 崩盘后，行业洗牌加速，给加密货币市场带来冲击波。

Despite these challenges, Bitcoin Depot remained resilient. The company's fourth-quarter and full-year 2023 results, released on March 25, showed a 7% year-over-year increase in full-year revenues to $689 million, although net income declined by 54% to $1.6 million.

尽管面临这些挑战，Bitcoin Depot 仍然保持弹性。该公司于 3 月 25 日发布的 2023 年第四季度和全年业绩显示，全年收入同比增长 7% 至 6.89 亿美元，尽管净利润下降 54% 至 160 万美元。

Bitcoin Depot's ambitious expansion plans include acquiring 900 ATMs for installation in the first quarter of 2024 and deploying 940 ATMs in convenience stores across 24 US states.

Bitcoin Depot 雄心勃勃的扩张计划包括在 2024 年第一季度购买 900 台 ATM 进行安装，并在美国 24 个州的便利店部署 940 台 ATM。

Bitcoin ETF Impact on ATMs Minimal

比特币 ETF 对 ATM 机的影响极小

According to CoinATMRadar, the US dominates the global Bitcoin ATM market, accounting for nearly 83% of the world's ATMs, with over 30,600 machines. The recent approval of spot Bitcoin exchange-traded funds (ETFs) in the US has sparked speculation about their potential impact on Bitcoin ATMs.

据CoinATMRadar统计，美国在全球比特币ATM市场上占据主导地位，占全球ATM机数量的近83%，拥有超过30,600台机器。最近美国批准现货比特币交易所交易基金（ETF）引发了对其对比特币 ATM 潜在影响的猜测。

Mintz, however, remains unfazed by the ETF launch. He believes Bitcoin ATMs cater to a distinct customer base, primarily comprising underbanked or unbanked individuals who transact primarily in cash. In contrast, Bitcoin ETF buyers tend to be more affluent individuals with brokerage accounts.

然而，Mintz 并未对 ETF 的推出感到担忧。他认为比特币 ATM 迎合了独特的客户群，主要包括银行账户不足或主要以现金进行交易的个人。相比之下，比特币 ETF 的买家往往是拥有经纪账户的更富裕的个人。

"We view it as a totally different customer base," Mintz says. "Our customer base is not that likely to have a brokerage account or a broker."

“我们将其视为完全不同的客户群，”明茨说。 “我们的客户群不太可能拥有经纪账户或经纪人。”

ETFs as Catalyst for Bitcoin ATM Growth

ETF 是比特币 ATM 增长的催化剂

Instead, Mintz believes that ETFs, by driving Bitcoin's price higher, could ultimately boost Bitcoin ATM usage as mainstream adoption accelerates.

相反，Mintz 认为，随着主流采用的加速，ETF 通过推高比特币价格，最终可能会提高比特币 ATM 的使用量。

"If adoption increases, we think it likely translates to increased usage of Bitcoin ATMs," Mintz says. "So in the grand scheme of things, I think it is way more helpful to us in our industry than it is in terms of impacting us in a negative way."

“如果采用率增加，我们认为这可能会导致比特币 ATM 的使用量增加，”明茨说。 “因此，从长远来看，我认为这对我们行业的帮助比对我们产生负面影响要大得多。”

Conclusion

结论

As the Bitcoin halving approaches, the crypto community is abuzz with anticipation. Industry experts predict a surge in Bitcoin ATM installations, fueled by FOMO and the coin's renewed bull market momentum. While the industry has faced challenges in recent months, leading operators like Bitcoin Depot remain optimistic about the future. They believe that Bitcoin ATMs will play a vital role in mainstream crypto adoption, providing an accessible and convenient way for individuals to buy and sell digital assets.

随着比特币减半的临近，加密社区充满了期待。行业专家预测，在 FOMO 和比特币新一轮牛市势头的推动下，比特币 ATM 安装量将激增。尽管该行业近几个月面临挑战，但像 Bitcoin Depot 这样的领先运营商仍然对未来持乐观态度。他们相信，比特币 ATM 将在主流加密货币采用中发挥至关重要的作用，为个人买卖数字资产提供一种便捷的方式。