Only remaining question for me is which is the company that Konen is partnering with. A lot of people on twitter act like it's too obvious who this is, I guess I am too stupid to figure it out.
All signs lead me to M-Pesa
I highly doubt that since they have an already established system. It's much more likely that it will be some kind of rival company.
Anyway, big corporations are all about profits, so if a big company was going to make a step like this, then they would perhaps first buy as much of the coin supply as possible and then leak any news about their plans. This is not exactly what we see here although it's still possible that the n1 address on the top richest list belongs to that mysterious "big partner".
What I think will happen is Konen will announce what the deal is exactly soon and everybody will be "meh". It's probably something a lot smaller than we are let to believe, although still along the lines of Kenya, POS and Mobile transactions with Zeta, just on a very small scale.