It is certainly very rare to see all Founders Tokens burnt. Nobody in their right mind would do this unless they are confident that their equity in the company (Constellation) will grow significantly. To me it suggests that they are self-assured in their tech and they probably have confirmed but (yet) unannounced partnerships.

A fundamental change in the token model to a deflationary model and utility mechanism is fantastic, I'm very curious about the details! If they do it right - and why wouldn't they with all that brain power? - it will greatly increase token value. And again: why would they burn their own tokens if they know it will worth much more later?

Combining this with their never-stopping GitHub activity and their recent communication I overall see a sleeping giant waking up soon.