比特币 ATM 安装量在预期减半之前激增

尽管 2023 年加密货币 ATM 安装量有所下降，但 Bitcoin Depot 首席执行官 Brandon Mintz 预计，在即将到来的比特币减半事件之后，全球比特币 ATM 安装量将出现激增。他引用了比特币牛市和加密货币采用率增加之间的历史相关性，认为 FOMO 阶段可以吸引更多客户使用比特币 ATM。

Bitcoin ATM Installations Surge in Anticipation of Bitcoin Halving

比特币 ATM 安装量因比特币减半而激增

Amidst a promising start to 2024, the cryptocurrency market is witnessing a notable rebound in Bitcoin ATM installations. This upswing is attributed to a surge in Bitcoin prices, surpassing its all-time high twice in March, and the impending Bitcoin halving, a significant event that historically triggers increased adoption and price rises.

在 2024 年的良好开局中，加密货币市场见证了比特币 ATM 安装量的显着反弹。这一上涨归因于比特币价格飙升，三月份两次突破历史高点，以及即将到来的比特币减半，这是历史上引发比特币采用率增加和价格上涨的重大事件。

According to CoinATMRadar data, 1,469 crypto ATMs were installed in the first three months of 2024, mirroring a reversal of the decline experienced in 2023, where over 3,000 ATMs were removed.

根据 CoinATMRadar 的数据，2024 年前三个月安装了 1,469 台加密 ATM，与 2023 年的下降趋势相反，当时有 3,000 多台 ATM 被拆除。

Brandon Mintz, CEO of Bitcoin Depot, a leading Bitcoin ATM operator, expressed optimism regarding the industry's ATM rebound. He noted that during past bull markets, there is typically a surge in crypto adoption, particularly during the fear of missing out (FOMO) phase, which attracts more customers to Bitcoin ATMs.

领先的比特币 ATM 运营商 Bitcoin Depot 首席执行官 Brandon Mintz 对行业 ATM 反弹表示乐观。他指出，在过去的牛市中，加密货币的采用通常会激增，特别是在害怕错过（FOMO）阶段，这会吸引更多客户使用比特币 ATM。

"We've started to see a little bit of FOMO coming back into the market," Mintz said. "People are starting to realize that Bitcoin is a viable investment and a way to hedge against inflation."

明茨说：“我们开始看到市场上出现了一些‘害怕错过’的情绪。” “人们开始意识到比特币是一种可行的投资，也是一种对冲通胀的方式。”

Over 400 ATMs were installed between March 1 and March 27, signaling a promising trend. However, Mintz emphasized that this phase typically occurs later in the market cycle and believes that the current cycle is still in its early stages. He pointed to the upcoming Bitcoin halving, scheduled for late April, as a significant event that historically triggers upticks in adoption and price surges.

3月1日至27日期间安装了400多台ATM，预示着良好的趋势。然而，明茨强调，这一阶段通常发生在市场周期的后期，并认为当前周期仍处于早期阶段。他指出，定于 4 月底即将到来的比特币减半是历史上引发比特币采用率上升和价格飙升的重大事件。

"The halving is a big psychological event in the Bitcoin market," Mintz said. "It's when the supply of new Bitcoins is cut in half, and it tends to lead to a price increase."

“减半是比特币市场的一个重大心理事件，”明茨说。 “当新比特币的供应量减少一半时，往往会导致价格上涨。”

While the number of ATMs has risen recently, Mintz revealed that the number of ATM operators has decreased over the past 18 months. He mentioned the bankruptcy of Coin Cloud, a major operator with 5,000 ATMs, in February 2023, as one example of this trend.

尽管最近 ATM 数量有所增加，但 Mintz 透露，ATM 运营商的数量在过去 18 个月中有所减少。他提到，拥有 5,000 台 ATM 的主要运营商 Coin Cloud 在 2023 年 2 月破产，作为这一趋势的一个例子。

Bitcoin Depot's financial results for the fourth quarter and full year of 2023 show a 7% increase in revenues year-on-year, reaching $689 million. However, net income dropped by 54% to $1.6 million. The company plans to install 900 ATMs in the first quarter of 2024 and aims to deploy an additional 940 ATMs in convenience stores across 24 U.S. states.

Bitcoin Depot 2023 年第四季度和全年财务业绩显示，收入同比增长 7%，达到 6.89 亿美元。然而，净利润下降了 54% 至 160 万美元。该公司计划在 2024 年第一季度安装 900 台 ATM 机，并计划在美国 24 个州的便利店额外部署 940 台 ATM 机。

Regarding the impact of spot Bitcoin ETFs, which were approved in the U.S. in January, Mintz believes they cater to a different customer base compared to Bitcoin ATMs. He explained that Bitcoin ATM customers, often underbanked or unbanked, primarily transact in cash, while Bitcoin ETF buyers typically have higher incomes and brokerage accounts.

关于 1 月份在美国获得批准的现货比特币 ETF 的影响，Mintz 认为，与比特币 ATM 机相比，它们迎合了不同的客户群。他解释说，比特币 ATM 客户通常没有银行账户或没有银行账户，主要以现金进行交易，而比特币 ETF 买家通常拥有更高的收入和经纪账户。

"Bitcoin ETFs are a good thing for the industry overall," Mintz said. "They bring more legitimacy to Bitcoin and make it more accessible to a wider range of investors."

“比特币 ETF 对整个行业来说是一件好事，”明茨说。 “它们给比特币带来了更多的合法性，并让更广泛的投资者更容易获得它。”

Mintz predicts that increased adoption resulting from Bitcoin ETFs driving up Bitcoin prices could lead to more ATM usage, ultimately benefiting the industry. He views the ETFs as more supportive than detrimental to Bitcoin ATM operators in the long run.

Mintz 预测，比特币 ETF 推高比特币价格导致采用率上升，可能会导致 ATM 机使用量增加，最终使整个行业受益。他认为，从长远来看，ETF 对比特币 ATM 运营商的支持作用大于损害作用。

The Bitcoin halving, combined with the recent surge in Bitcoin prices and the promising start to 2024, suggests a positive outlook for the Bitcoin ATM industry. The industry is expected to witness increased adoption and installation of Bitcoin ATMs in the coming months, providing greater accessibility to Bitcoin for both experienced and novice investors.

比特币减半，加上最近比特币价格的飙升以及 2024 年的良好开局，表明比特币 ATM 行业的前景乐观。预计未来几个月，该行业将见证比特币 ATM 的采用和安装增加，为经验丰富的投资者和新手投资者提供更多的比特币获取方式。