When creating a new wallet or using a new trading platform - what is the appropriate way to conduct with regards to my own privacy and OPSEC?
Do you enter your actual details (name, address, phone number, etc.) and upload your actual documents (ID, passport, etc.)?
It depends what type of exchanges you are using, centralized, decentralized, and with or without kyc.
There are still exchanges you can use without any registration and without posting any personal information, Bisq is the best option because it is decentralized.
Some centralized exchanges can also be used without kyc, but they are more risky and you should always read terms of service before using them.
PeachBitcoin is another good example for cash-crypto trading and you can find them more on kycnot.me