比特币 ATM 市场将因减半和加密货币热情而大幅增长

由于加密货币采用率的增加和 FOMO 的推动，预计比特币 ATM 的安装量将在减半事件后激增。尽管运营商数量减少，但 Bitcoin Depot 的收入增长和计划安装量表明行业乐观。安全漏洞凸显了加强措施保护用户资金的必要性。现货比特币 ETF 的批准并不被视为对比特币 ATM 的威胁，因为它们迎合了不同的客户群。

Bitcoin ATM Market Poised for Surge Amidst Bitcoin Halving and Crypto Fervor

比特币 ATM 市场在比特币减半和加密货币热潮中蓄势待发

As the highly anticipated Bitcoin halving event draws near, the global Bitcoin Automated Teller Machine (ATM) market is poised for significant growth, propelled by heightened investor interest and a surge in cryptocurrency adoption.

随着备受期待的比特币减半事件的临近，在投资者兴趣高涨和加密货币采用激增的推动下，全球比特币自动柜员机 (ATM) 市场有望实现显着增长。

Industry Outlook

行业展望

Leading industry expert Brandon Mintz, operator of Bitcoin ATM service provider Bitcoin Depot, predicts a dramatic increase in Bitcoin ATM installations following the halving, a cyclical event that typically intensifies crypto market volatility and attracts new investors. The first quarter of 2024 has already witnessed a promising trend, with over 1,469 crypto ATMs deployed worldwide.

比特币 ATM 服务提供商 Bitcoin Depot 的运营商、领先的行业专家 Brandon Mintz 预测，减半后比特币 ATM 的安装量将大幅增加，这是一个周期性事件，通常会加剧加密市场的波动并吸引新的投资者。 2024 年第一季度已经出现了良好的趋势，全球部署了超过 1,469 台加密 ATM。

Mintz anticipates a surge in cryptocurrency adoption, both institutionally and among retail investors, which will inevitably drive more customers to Bitcoin ATMs. This trend is expected to intensify during the "fear of missing out" (FOMO) phase that typically follows the halving event.

明茨预计，无论是机构投资者还是散户投资者，加密货币的采用都会激增，这将不可避免地推动更多客户使用比特币 ATM。这种趋势预计会在减半事件之后的“害怕错过”（FOMO）阶段加剧。

Market Dynamics

市场动态

While the number of Bitcoin ATMs has increased in recent months, the number of ATM operators has declined over the past 18 months. Notable casualties include the bankruptcy of Coin Cloud, once a major player in the industry. Despite these losses, Bitcoin Depot reported a remarkable 7% increase in revenues for the fourth quarter and full year of 2023.

虽然近几个月比特币 ATM 的数量有所增加，但 ATM 运营商的数量在过去 18 个月中有所下降。值得注意的伤亡包括曾经是该行业主要参与者的Coin Cloud的破产。尽管出现这些损失，Bitcoin Depot 报告称 2023 年第四季度和全年收入显着增长了 7%。

The company's plans to install 1,840 additional ATMs in the first half of 2024 underscore its confidence in the market's growth potential. These machines will be strategically placed in convenience stores across 24 states in the United States.

该公司计划在 2024 年上半年新增 1,840 台 ATM，突显了其对市场增长潜力的信心。这些机器将战略性地放置在美国 24 个州的便利店中。

Impact of Bitcoin ETFs

比特币 ETF 的影响

The recent approval of spot Bitcoin exchange-traded funds (ETFs) in the United States has sparked speculation about their potential impact on the Bitcoin ATM market. However, Mintz does not anticipate a negative effect, as the customer bases for both products are distinct.

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 市场潜在影响的猜测。然而，明茨预计不会产生负面影响，因为这两种产品的客户群不同。

Bitcoin ATM users primarily transact in cash, while ETF investors tend to be more sophisticated and seek exposure to Bitcoin through regulated financial instruments. Mintz believes that the increased adoption and potential price appreciation driven by ETFs could inadvertently fuel demand for Bitcoin ATMs as the broader cryptocurrency market grows.

比特币 ATM 用户主要以现金进行交易，而 ETF 投资者往往更加成熟，并通过受监管的金融工具寻求比特币投资。 Mintz 认为，随着更广泛的加密货币市场的增长，ETF 推动的采用增加和潜在的价格升值可能会无意中刺激对比特币 ATM 的需求。

Security Concerns

安全问题

Bitcoin ATM scams have emerged as a significant concern, with unsuspecting users losing substantial amounts of money. In a notable incident, major Bitcoin teller machine manufacturer General Bytes experienced a security breach that resulted in over $1.5 million worth of Bitcoin stolen from its operators. The hacker reportedly exploited a Java vulnerability to access funds on exchanges and hot wallets.

比特币 ATM 诈骗已成为一个重大问题，毫无戒心的用户损失了大量资金。在一次值得注意的事件中，主要比特币取款机制造商 General Bytes 遭遇安全漏洞，导致其运营商价值超过 150 万美元的比特币被盗。据报道，黑客利用 Java 漏洞获取交易所和热钱包上的资金。

In another incident, General Bytes reported a hack that led to the theft of deposited Bitcoins at ATMs, amounting to approximately $16,000. These episodes highlight the crucial importance of robust security measures for Bitcoin ATMs to safeguard user funds.

在另一起事件中，General Bytes 报告了一次黑客攻击，导致 ATM 机上存入的比特币被盗，金额约为 16,000 美元。这些事件凸显了比特币 ATM 机采取强有力的安全措施对于保护用户资金的至关重要性。

Historical Trends

历史趋势

Historically, Mintz notes that Bitcoin adoption and ATM usage tend to surge after the halving event, primarily driven by significant price growth. The Bitcoin halving in April 2024 is still in its early stages, and Mintz believes the industry will continue to experience growth in kiosk count and customer volume.

明茨指出，从历史上看，比特币的采用和 ATM 的使用往往会在减半事件后激增，这主要是由价格大幅上涨推动的。 2024 年 4 月的比特币减半仍处于早期阶段，Mintz 认为该行业将继续经历自助终端数量和客户量的增长。

Market Outlook

市场展望

Despite the recent decline in the number of ATM operators, Bitcoin Depot remains bullish on the future of Bitcoin ATM installations and revenues. The approval of spot Bitcoin ETFs in the United States is perceived as a positive development that could further accelerate cryptocurrency adoption and ATM usage.

尽管最近 ATM 运营商数量有所下降，但 Bitcoin Depot 仍然看好比特币 ATM 安装量和收入的未来。美国批准现货比特币 ETF 被认为是一个积极的发展，可以进一步加速加密货币的采用和 ATM 的使用。

The company's plans to install a significant number of new ATMs in the coming months indicate its confidence in the market's potential for growth. While scams and security breaches pose challenges, operators are actively addressing these issues to ensure the safety of user funds.

该公司计划在未来几个月内安装大量新的 ATM 机，这表明其对市场增长潜力的信心。虽然诈骗和安全漏洞带来了挑战，但运营商正在积极解决这些问题，以确保用户资金的安全。

In conclusion, the Bitcoin ATM market is poised for significant expansion following the upcoming Bitcoin halving event. Increased cryptocurrency adoption and FOMO-driven demand are expected to drive more customers to Bitcoin ATMs. Security concerns remain a priority, but operators like Bitcoin Depot are focused on mitigating risks and expanding their networks. The approval of spot Bitcoin ETFs in the United States is seen as a potential catalyst for further growth in Bitcoin adoption and ATM usage. Overall, the outlook for the Bitcoin ATM industry is optimistic, with continued expansion and innovation anticipated in the coming months and years.

总之，在即将到来的比特币减半事件之后，比特币 ATM 市场有望大幅扩张。加密货币采用率的增加和 FOMO 驱动的需求预计将推动更多客户使用比特币 ATM。安全问题仍然是首要任务，但像 Bitcoin Depot 这样的运营商则专注于降低风险和扩展其网络。美国批准现货比特币 ETF 被视为比特币采用和 ATM 使用进一步增长的潜在催化剂。总体而言，比特币 ATM 行业的前景乐观，预计未来几个月和几年将持续扩张和创新。